May 2024 Monthly Minute Newsletter

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THE MONTHLY mINUTE

Charlotte Regional Event Sells Out!

We’re excited to announce that our Regional event in Charlotte, North Carolina, has sold out! This incredible achievement showcases your enthusiasm and dedication to growing your business. The knowledge and insights gained from events like this empower agents to better serve clients and gain valuable business knowledge. Thank you for your overwhelming response to this opportunity. Stay tuned for the fall event announcement!

Over the past few months, we’ve seen a significant jump in Wealth Educator certifications and Medallion Club qualifications. This surge highlights your commitment to achieving goals and expanding business knowledge. We strongly encourage all agents to pursue their Wealth Educator certification. Certified agents proudly display the Wealth Educator badge on their websites, showcasing expertise in company policies and products. Additionally, we will hand out Wealth Educator pins at our events to those who’ve reached this achievement. Agents also have the opportunity to order t-shirts exclusively for Wealth Educators.

The Medallion Club is another prestigious achievement. Agents reach Bronze level by maintaining 20 personal Protection Plan customers. Medallion Club members receive bonuses for each level achieved, gain access to exclusive event functions, participate in special training calls with Chris Holder, and join dedicated training platforms. Achieving Medallion status unlocks numerous growth opportunities for agents. We’re excited to see more agents reach these milestones and soar to new heights with their UWE business.

Introducing the New Marketing Hub!

presentations, videos, social media assets, video testimonials, and more, all within an easy-to-navigate website.

As we prepare for the Media Hub launch, please delete the current UWE app from your devices since it’s no longer supported. In the meantime, a temporary tool is available to help you share your UWE business presentation until the Hub is ready.

Meet Our Team:

Spotlight on Robert Franklin, Compliance Manager

This month, we’re spotlighting Robert Franklin, who plays a vital role in Compliance at UWE. You might hear from Robert if you post something that doesn’t align with our compliance standards. His role is to help agents understand violations and swiftly correct them.

He advises agents to focus on their prospects' needs and understand how our products and business opportunities can best serve them. He also emphasizes the importance of mastering company policies and educating your team. Robert, a proud US Navy veteran from Orlando, Florida, joined UWE in 2017 after working as an account manager at Staples Corporation. In his free time, Robert enjoys being with his son, daughter, and their French Bulldog, Mackie. As a passionate sports fan and foodie, he loves finding new spots to watch games and savor great meals.

Wealth
Educator and Medallion Club Achievements Soar
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